I'm 68 with $2.6M saved. My adviser has me in over 50% equities. Is this wise?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.
Source: marketwatch.com
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I retired with $1.8M in 2021, but no only have only $1.5M. Do I need a new financial adviser?
Question: I retired in 2021 with $1,800,000 invested with a large financial services company. I have withdrawn approximately $100,000 and the account is now...
James Daniel Lea Ann Knight National Association Of Personal Financial Advisors Matt Bacon At Carmichael Hill Associates Advisory Firm Bruce Primeau
Source: marketwatch.com
I'm 47, will get a $5,000-per-month pension, only owe $180,000 on my home and have $419,000 in a savings account. Should I get a pro to help me?
Question: I am 47-years-old and eligible to receive my pension in 4.5 years. That pension will only give me $4,300/gross monthly if I decide to receive a...
Eric Uchida Henderson Sp Dow Jones David Maurice At Worthwhile Wealth Council Josh Trubow Robert Persichitte David Maurice
Source: marketwatch.com
I'm 70, semi-retired and have a $200K IRA. Should I get a financial adviser now?
Have an issue with your financial planner or looking for a new one? Email questions and concerns to picks@marketwatch.com.
Ken Zendel Mark Struthers Terrance Hutchins At Logos Financial Group National Association Of Investors Getty Images Blaine Thiederman
Source: marketwatch.com
My daughter will get $150K soon. I'm worried she'll blow it. Whats my move?
Have an issue with your financial adviser or looking for a new one? Email questions or issues to picks@marketwatch.com.
Terrance Hutchins At Logos Financial Group Mark Struthers Sona Wealth Robert Riedl Endowment Wealth Terrance Hutchins
Source: marketwatch.com
Should I refinance my student loans?
Lower your monthly student loan payment and make your money go further. Discover the benefits of refinancing your student loans now.
Source: marketwatch.com
My financial adviser swears his all-in fee 'will never exceed 1.75%.' Does this seem excessive?
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Eric Ross Tara Unverzagt Garrett Planning Network Xy Planning Network National Association Of Personal Financial Advisors Getty Images
Source: marketwatch.com
I put 'a lot of trust' in my financial adviser. Is he sharing enough with me?
Have an issue with your financial adviser or looking for a new one? Email questions or issues to picks@marketwatch.com.
Source: marketwatch.com
We plan to retire in 2 to 3 years. What will a financial adviser cost us?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.
Joe Favorito Jim Hemphill Eric Ross Cary Carbonaro National Association Of Personal Financial Advisors Matt Bacon At Carmichael Hill Associates
Source: marketwatch.com
My adviser says he doesn't make 'anything' from my $300K savings. Is this fishy?
Have an issue with your adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Source: marketwatch.com